Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss:
- Macro drivers of the Canadian and Australian real estate markets
- Canada’s "Minsky Moment"
- Turning up the heat with policies
- Impact on Canadian Banks
- Australian one-cylinder economy
- Perspective on the Australian construction boom
- Negative gearing in Australia and home equity withdrawal
- Considerations on U.S. real estate
- There is still room to run in the U.S. markets
We strongly recommend that you download the chart book that accompanies this interview, and Erik and Josh will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Click here to register for access to supporting materials.
Get embed code for this episode | For other embed code options click here | Download the
| Download the podcast transcript:
Click to Play Now!
Josh has two decades of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners. He began his financial career at CE Unterberg, Towbin covering the satellite communications sector.
Josh is a CFA charterholder and holds a bachelor’s degree in economics from the University of Rochester.